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fa78e1d29201be012353f2923d0f1b3e3aa798d7
sure/app/models
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LPW fa78e1d292 Improve handling of cost_basis during holding materialization and display (#619) 
- Refactored `persist_holdings` to separate and conditionally upsert holdings with and without cost_basis.
- Updated `avg_cost` logic to treat 0 cost_basis as unknown and return nil when cost_basis cannot be determined.
- Modified trend and investment calculation to exclude holdings with unknown cost_basis.
- Adjusted `average_cost` formatting to handle nil values in API responses and views.
- Added comprehensive tests to ensure cost_basis preservation and fallback behavior.
- Localized `unknown` label for display when cost_basis is unavailable.

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2026-01-11 23:58:51 +01:00
..
account
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
assistant
Improve handling of cost_basis during holding materialization and display (#619)
2026-01-11 23:58:51 +01:00
balance
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
balance_sheet
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
coinstats_account
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_entry
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
concerns
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)
2026-01-10 17:24:23 +01:00
demo
Make branding configurable (#173)
2025-10-22 19:14:03 +02:00
enable_banking_account
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_entry
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item
fix: Fix Enable Banking sync date determination
2025-11-30 17:58:29 +01:00
eval
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
exchange_rate
Rate exchange fix (#377)
2025-11-24 17:54:18 +01:00
family
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
holding
Improve handling of cost_basis during holding materialization and display (#619)
2026-01-11 23:58:51 +01:00
import
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
income_statement
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
investment_statement
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
lunchflow_account
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
lunchflow_entry
Lunchflow UI fixes (#384)
2025-11-27 15:24:34 +01:00
lunchflow_item
Add global sync summary component for all providers (#588)
2026-01-09 19:26:37 +01:00
merchant
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
plaid_account
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_item
Add global sync summary component for all providers (#588)
2026-01-09 19:26:37 +01:00
provider
Generic LLMs improvements (#605)
2026-01-11 10:32:03 +01:00
recurring_transaction
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule
Add transaction details and notes filters to rules engine (#439)
2025-12-11 00:55:55 +01:00
security
Provider investment fixes (#600)
2026-01-10 15:43:07 +01:00
simplefin
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_account
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)
2026-01-10 17:24:23 +01:00
simplefin_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
simplefin_item
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
transaction
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
transfer
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
account_order.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
account_provider.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account.rb
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key.rb
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
application_record.rb
…
assistant_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
assistant.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
auth_config.rb
Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)
2025-12-24 00:15:53 +01:00
balance_sheet.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
balance.rb
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
budget_category.rb
fix: Update budget percentage determination method (#440)
2025-12-11 00:14:14 +01:00
budget.rb
Fix budget navigation to allow selecting previous months
2025-07-23 18:26:04 -04:00
category_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
category.rb
Support uncategorized investments (#593)
2026-01-09 19:45:42 +01:00
chat.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
coinstats_account.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
credit_card.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
current.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
data_enrichment.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
depository.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
developer_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
enable_banking_account.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
entry_search.rb
feat: Include notes in transaction search (#615)
2026-01-11 18:59:40 +01:00
entry.rb
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
entryable.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_merchant_association.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
family_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
family.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
holding.rb
Improve handling of cost_basis during holding materialization and display (#619)
2026-01-11 23:58:51 +01:00
impersonation_session_log.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_session.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
income_statement.rb
Fix struct compatibility error in IncomeStatement::Totals (#603)
2026-01-10 20:26:08 +01:00
investment_statement.rb
Improve handling of cost_basis during holding materialization and display (#619)
2026-01-11 23:58:51 +01:00
investment.rb
Expand budgeting icon options (#341)
2025-12-12 16:05:53 +01:00
invitation.rb
Fix duplicate invites (#1437)
2024-11-08 09:58:35 -06:00
invite_code.rb
Rubocop updates (#1118)
2024-08-23 10:06:24 -04:00
llm_usage.rb
Track failed LLM API calls in llm_usages table (#360)
2025-11-22 02:15:20 +01:00
loan.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
lunchflow_account.rb
FIX pull fresh accounts from API (#385)
2025-11-28 20:42:57 +01:00
lunchflow_item.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
market_data_importer.rb
Fetch reciprocal exchange rates when syncing market data (#358)
2025-11-20 19:50:22 +01:00
measurement.rb
…
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
mint_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
mobile_device.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
oidc_identity.rb
Eliminate code duplication in OIDC identity creation (#230)
2025-10-25 22:23:28 +02:00
other_asset.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
other_liability.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
period.rb
New "last month" period and clarify "30D" label
2025-11-27 10:59:33 +01:00
plaid_account.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_item.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
recurring_transaction.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
rule_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
rule_run.rb
Add Recent Runs visibility for rule executions (#376)
2025-12-07 16:30:02 +01:00
rule.rb
Implement Run all rules (#582)
2026-01-08 15:20:14 +01:00
security.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
series.rb
- Handle blank series in trend method to avoid nil errors (#357)
2025-11-20 08:31:03 +01:00
session.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
setting.rb
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
simplefin_account.rb
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_item.rb
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
subscription.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
sync.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
tag.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
tagging.rb
…
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trade_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
trade.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
transaction_import.rb
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
transaction.rb
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
transfer.rb
Transfer Matching: Larger match date window for manual matching (#514)
2025-12-30 19:06:40 +01:00
trend.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
user.rb
Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)
2026-01-07 20:17:23 +01:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00